964 hedge funds and large institutions have $25.5B invested in IQVIA in 2025 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 419 increasing their positions, 320 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
964
Holders Change
-13
Holders Change %
-1.33%
% of All Funds
12.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
123
Increased
419
Reduced
320
Closed
123
Calls
$460M
Puts
$262M
Net Calls
+$198M
Net Calls Change
+$265M
Name Holding Trade Value Shares
Change
Shares
Change %
AWAP
676
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$292K +$54.4K +345 +23%
HWA
677
Heartwood Wealth Advisors
Virginia
$291K -$4.89K -31 -2%
TFA
678
Tranquilli Financial Advisor
New Jersey
$290K +$52K +330 +22%
VCM
679
Virtue Capital Management
Tennessee
$290K -$288K -1,826 -50%
MCA
680
MSH Capital Advisors
Arizona
$289K -$84.9K -539 -23%
FC
681
Farringdon Capital
United Kingdom
$286K -$346K -2,197 -55%
HH
682
Hilltop Holdings
Texas
$286K +$36.1K +229 +14%
BWG
683
Berry Wealth Group
Texas
$286K +$7.88K +50 +3%
VT
684
Vise Technologies
New York
$286K +$286K +1,812 New
SCM
685
SCS Capital Management
Massachusetts
$285K -$144K -912 -34%
FFO
686
Fortitude Family Office
Arizona
$280K -$22.2K -141 -7%
AA
687
ALPS Advisors
Colorado
$278K -$76.7K -487 -22%
PFS
688
Prospera Financial Services
Texas
$276K -$1.73M -10,966 -86%
CI
689
Cigna Investments
Connecticut
$275K -$10.2K -65 -4%
LCM
690
Laurion Capital Management
New York
$273K +$273K +1,734 New
AAP
691
Arax Advisory Partners
Colorado
$270K +$230K +1,459 +577%
EC
692
EntryPoint Capital
New York
$270K -$10.4K -66 -4%
SVWAG
693
Sound View Wealth Advisors Group
Georgia
$269K +$269K +1,707 New
GVAG
694
Great Valley Advisor Group
Delaware
$269K -$18.6K -118 -6%
KCM
695
KRS Capital Management
Michigan
$268K -$7.88K -50 -3%
IC
696
Iconiq Capital
California
$267K +$267K +1,693 New
LNWWM
697
Laird Norton Wetherby Wealth Management
California
$263K +$263K +1,671 New
CWS
698
Cypress Wealth Services
California
$263K +$64.6K +410 +33%
IAA
699
Independent Advisor Alliance
North Carolina
$262K -$21.6K -137 -8%
MWP
700
Meriwether Wealth & Planning
Louisiana
$262K -$143K -908 -35%